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Daibear's avatar
Daibear
Copper Contributor
Jan 10, 2023
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Need a separate sheet to return total income for each month

Hi, I'm struggling with what I thought would be a simple Sumifs function.

 

Named sheet "income 2022" has the date in column A and the income in column G. All this data is in a table called "table22".

 

In a separate sheet, "monthly income" column A is Jan through to Dec and I want column B to return the total income for each month from sheet above.

 

Seems to be struggling with whether I should be using EDate as suggested elsewhere or whether it should be another function. 

 

Thank you for any help.

  • Daibear 

    I wrote in a previous reply:

    I'd use dates in column A on the Monthly Income sheet:

    01-Jan-2022

    01-Feb-2022

    etc.

    Format the dates as mmm or mmmm so that only the month name is displayed.

    You didn't do that. See the attached version.

  • Daibear 

    I'd use dates in column A on the Monthly Income sheet:

    01-Jan-2022

    01-Feb-2022

    etc.

    Format the dates as mmm or mmmm so that only the month name is displayed.

    In B2:

    =SUMIFS(Table22[Income], Table22[Date], ">="&A2, Table22[Date], "<"&EDATE(A2,1))

    where Income and Date are the names of the relevant columns in Table22.

    • Daibear's avatar
      Daibear
      Copper Contributor
      Hi,

      Thank you for prompt reply. Unfortunately, currently returning a 0 value for every month.

      =SUMIFS(Table22[Income - Vatable], Table22[Date], ">="&A2, Table22[Date], "<"&EDATE(A2,1))

      Table date is 01-Jan-22
      Date in A2 is MMM

      Anything else I'm missing?
      • Daibear 

        Could you attach a small sample workbook demonstrating the problem (without sensitive data), or if that is not possible, make it available through OneDrive, Google Drive, Dropbox or similar?

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